Steel Dynamics Inc

STLD

Equity

ISIN null / Valor 551723

NASDAQ (2025-11-18)

USD 154.61-0.30%

Steel Dynamics Inc
UMushroom community rating:

4.67 3 votes No rating yet

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About company

Steel Dynamics Inc is one of the largest domestic steel producers and metal recyclers in the United States, with a diversified product portfolio that includes hot roll, cold roll, and coated sheet steel, structural steel beams and shapes, rail, and specialty steel sections. The company operates six EAF steel mills and numerous value-added coating operations, with a total steel shipping capability of approximately 13 million tons. In addition to steel production, Steel Dynamics Inc also has steel fabrication operations that produce structural steel joist and deck building systems, serving the entire domestic construction market and national accounts. The company's metals recycling operations collect and process ferrous and nonferrous scrap from various sources, selling the processed scrap to end-users, including their EAF steel mills. Steel Dynamics Inc operates using a circular manufacturing model, focusing on producing quality steel with lower carbon emissions using electric arc furnace technology and recycled ferrous scrap as the primary input.

Summarized from source with an LLMView SourceSector: Energy

Record Steel Shipments

Steel Dynamics Inc achieved a record shipment volume of 3.6 million tons in Q3 2025, driven by decreased imports and improved performance at the Sinton facility. The company expects continued demand growth as it moves into 2026.

Strong Financial Performance

The company reported net sales of $4.8 billion and a net income of $404 million, representing an increase from the previous quarter. Adjusted EBITDA was $664 million, and cash flow from operations reached $723 million, highlighting effective cost management and operational efficiency.

Share Repurchases and Liquidity

Steel Dynamics Inc repurchased $210 million of its common stock, accounting for 1.1% of outstanding shares, while maintaining strong liquidity of over $2.2 billion as of September 30, 2025. This underscores the company's commitment to returning capital to shareholders.

Advancements in Aluminum and Biocarbon Production

The company successfully produced qualified aluminum flat rolled products for the industrial and beverage can sectors and initiated biocarbon material usage as a carbon replacement, enhancing the sustainability of its supply chain.

Positive Outlook

Management anticipates growing demand driven by onshoring, infrastructure investments, and sustainable product offerings. The company expects favorable market conditions and reduced unfair trade practices to further bolster its performance in the coming quarters.

Summarized from source with an LLMView Source

Key figures

9.89%1Y

53.6%3Y

334%5Y

Performance

37.0%1Y

35.5%3Y

38.5%5Y

Volatility